Our club is considering switching froEtrade to Scottrade. We need to know if account sync will work with scottrade as it does with etrade. Or, will there be complications in switching and in using account sync with Scottrade?
We're happy to let you know that ShareBuilder customers can now use our automatic broker import feature. Just click on "info" next to your account name on the Accounting > Accounts page. You can then select ShareBuilder and enter our login info. Cheers, Rob
I'm looking at the "don't do that" presentation on iclub about CAO in bivio, is this automatic or do I need to enter it, and if so, where?: DON'T 1. ...forget to enter your monthly valuations The consequences Your unit value won't change Any new ...
In a message dated 8/16/2007 9:26:24 A.M. Eastern Daylight Time, etana_finkler@bivio.com writes: I'm looking at the "don't do that" presentation on iclub about CAO in bivio, is this automatic or do I need to enter it, and if so, where?: DON'T 1. ...forget to enter ...
I don't know how the NC tax department works, but most won't know what to do with an unexpected letter. It's probably much simpler to just not file. If/when they notice that you haven't filed and send a letter asking for your return, you can ...
In a message dated 8/11/2007 1:05:06 P.M. Eastern Daylight Time, starrwp@earthlink.net writes: My Investment Club is in North Carolina and we have to file an income tax form to the State. I file a D-403 Partnership Income Tax Return and I include 403 part 3.A. ...
In a message dated 8/10/2007 10:40:13 P.M. Eastern Daylight Time, etana_finkler@bivio.com writes: Ira, I get chills thinking about doing taxes for the club (rather, helping the treasurer, neither of us has any clue to complleting taxes) Makes me want to disband the club to avoid ...
In a message dated 8/9/2007 3:41:39 P.M. Eastern Daylight Time, etana_finkler@bivio.com writes: Our club is in Maryland. Our last treasurer said that it was too difficult for her to use CAO for members who lived in Virginia or Wash DC, and we did not admit ...
Our club is in Maryland. Our last treasurer said that it was too difficult for her to use CAO for members who lived in Virginia or Wash DC, and we did not admit members who didn't live in MD. Now we are on bivio, with ...
In a message dated 8/7/2007 11:17:13 A.M. Eastern Daylight Time, IraS1@aol.com writes: In a message dated 8/7/2007 11:09:48 A.M. Eastern Daylight Time, danny.matthews@hotmail.com writes: Can anyone share information on requirements for starting an investment club in IL? You might want to contact your local BetterInvesting ...
In a message dated 8/7/2007 11:09:48 A.M. Eastern Daylight Time, danny.matthews@hotmail.com writes: Can anyone share information on requirements for starting an investment club in IL? You might want to contact your local BetterInvesting Chapter. You should be able to find contact info at www.betterinvesting.org . ...
Can anyone share information on requirements for starting an investment club in IL? Danny Matthews Messenger Cafe -- open for fun 24/7. Hot games, cool activities served daily. Visit now.
Our Club is exploring our options as we approach the renewal date for our BetterInvesting subscription. If we choose non-renewal: * Where else can we obtain reasonably priced Fidelity Bond Coverage? Thank you! Bob Hooper New Pueblo Investment Club Tucson, AZ
Unless this situation has changed, I believe that when tax time comes around, Bivio cannot handle K1-s from partnerships. Two years ago, our club bought and later sold KMP. At that time Bivio could not handle K-1s and , we had to do the tax ...
Greetings. Our club wants to consider non stock investment opportunities abroad. We want to invest in small start-ups outside the US and wanted to hear from other clubs incase they have done the same or considering it as a possibility. Questions 1. Our biggest concern ...